Episode 160: "What's in a Retirement Plan? | Address These to Retire Successfully"

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝘁 𝗧𝗼𝗺 𝗠𝗼𝘀𝗹𝗲𝘆 𝗲𝘅𝗽𝗹𝗮𝗶𝗻𝘀 𝘁𝗵𝗲 𝟲 𝗮𝗿𝗲𝗮𝘀 𝘁𝗵𝗮𝘁 𝗺𝗮𝗸𝗲 𝘂𝗽 𝗮 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲, 𝗵𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻 & 𝘄𝗵𝘆 𝘆𝗼𝘂 𝗺𝘂𝘀𝘁 𝗶𝗻𝗰𝗹𝘂𝗱𝗲 𝗲𝗮𝗰𝗵 𝗼𝗳 𝘁𝗵𝗲𝗺.You'll learn the difference between retirement investments and a retirement plan, and then be guided through the 6 essential components that you have to address and why. Whether you’re just starting to think about retirement or are nearing that exciting milestone, this video is a great primer for anyone seeking to create a secure and enjoyable future after their working years.Discover why these 6 essential components are so vital to building your retirement plan:💵 Income📈 Inflation 📊Investments😒Taxes 👩‍⚕️Health Care👨🏻‍👩🏽‍👧‍👦🏻LegacyJump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇TIMESTAMPS00:00 How to Build a Retirement Plan00:15 A 401K or IRA is not a retirement financial plan.01:15 Income.02:27 Inflation.03:40 Investments.05:00 Taxes.06:45 Healthcare.08:10 Legacy.09:20 Of all the elements, this is the one that can affect all the others.10:10 How to get further help customizing your retirement plan.Have specific questions for Tom and the team at Mosley Wealth Management? Contact us here 👇 https://mosleywealthmanagement.com/contact/ ===============================================If you enjoy this content, please 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄! https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1=============================================== ⭐ 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀⭐ - Facebook: https://www.facebook.com/mosleyeaseintoretirement- Instagram: https://www.instagram.com/easeintoretirement/- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management#RetirementPlanning#RetirementEssentials#HowToRetire#RetirementIncome#RetirementPlanning2025#RetirementStrategy#FinancialEducation#FinancialLiteracy#HowToRetireEarly#RetirementPlanningAt50#RetirementPlanningAt60#HowMuchDoINeedToRetire#RetirementPlanningTips#FinancialAdvisor#SocialSecurityDISCLOSURE:Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.For more information go to: www.mosleywealthmanagement.com